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State Street SPDR Russell 1000 Low Volatility Focus ETF

28 hedge funds and large institutions have $503M invested in State Street SPDR Russell 1000 Low Volatility Focus ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 2428 (+4)

0% more capital invested

Capital invested by funds: $501M → $503M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.12% less ownership

Funds ownership: 92.15%91.03% (-1.1%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$457M
AIP
2
Ameritas Investment Partners
Nebraska
$18.4M +$546K +5,134 +3%
LPL Financial
3
LPL Financial
California
$9.21M +$3.23M +30,351 +52%
SWA
4
Stratos Wealth Advisors
Ohio
$4.46M -$1.59M -14,901 -26%
BI
5
Berkeley Inc
Idaho
$2.58M -$11.2K -105 -0.4%
RJA
6
Raymond James & Associates
Florida
$1.62M +$364K +3,419 +28%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.26M -$23.4K -220 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$1.13M +$840K +7,894 +264%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.03M -$26.2K -246 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$964K +$350K +3,285 +54%
CAN
11
Cetera Advisor Networks
California
$900K +$927K +8,711 New
Osaic Holdings
12
Osaic Holdings
Arizona
$854K +$275K +2,584 +45%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$665K -$4.15K -39 -0.6%
APA
14
American Portfolios Advisors
New York
$524K +$14.3K +134 +3%
EH
15
Equitable Holdings
New York
$510K +$35.1K +330 +7%
FA
16
Fermata Advisors
California
$495K +$510K +4,790 New
NFG
17
Next Financial Group
Texas
$383K -$43.5K -409 -10%
TRCT
18
Tower Research Capital (TRC)
New York
$266K -$122K -1,148 -31%
NFSG
19
Newbridge Financial Services Group
Florida
$244K
PWM
20
Perigon Wealth Management
California
$232K +$239K +2,245 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$206K -$101K -951 -32%
APWA
22
Atlas Private Wealth Advisors
New Jersey
$118K -$5.53K -52 -4%
Bank of America
23
Bank of America
North Carolina
$112K +$14.8K +139 +15%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$61K
AF
25
Advisornet Financial
Minnesota
$60K -$8.62K -81 -12%

ONEV Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) for Q3 2021, worth a combined $503M — up 0.36% from $501M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ONEV positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.23M. The largest seller was Stratos Wealth Advisors, cutting an estimated $1.59M.

  • 28 institutional investors held State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $503M of State Street SPDR Russell 1000 Low Volatility Focus ETF stock for Q3 2021, up 0.36% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Russell 1000 Low Volatility Focus ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF buyer in Q3 2021 was LPL Financial, an estimated $3.23M added.
  • The largest State Street SPDR Russell 1000 Low Volatility Focus ETF seller in Q3 2021 was Stratos Wealth Advisors, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2021.